+1,750.7%
KKR vs RF
+567.2%
+1,183.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -0.9% | +1.3% | -2.2% | -1.6% |
| 30D | +2.2% | -3.6% | +5.8% | +4.1% |
| 3M | +13.1% | +8.1% | +5.0% | +8.3% |
| 6M | +15.3% | +11.5% | +3.8% | +8.6% |
| YTD | -15.0% | +15.6% | -30.6% | -21.5% |
| 1Y | -21.0% | +15.7% | -36.7% | -26.9% |
| 3Y | +76.7% | +86.9% | -10.2% | +27.3% |
| 5Y | +74.3% | +89.8% | -15.5% | +23.7% |
| 10Y | +753.7% | +344.7% | +409.0% | +254.6% |
| All | +1,750.7% | +567.2% | +1,183.5% | +441.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling